PETA BILLIE-DAWN RAFFERTY (Adviser# 000254407) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is August 22, 2018.
| Register Name | Financial Advisers |
| Adviser Name | PETA BILLIE-DAWN RAFFERTY |
| Adviser Number | 000254407 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 1986 |
| Financial Service (AFS) Licence |
Licence# 000472548 RIMBAL INVESTMENT SERVICES PTY LTD |
| Licence ABN | 73600166774 |
| Adviser Start Date | 2018-08-22 |
| Appointing Representative Name | RIMBAL INVESTMENT SERVICES PTY LTD |
| Appointing Representative Number | 000472548 |
| Appointing Representative ABN | 73600166774 |
| Further Restrictions | Advice in Securities - Limited to Model Portfolios |
|
| Qualification / Degree | Institute / School |
|---|---|
| Certificate of Qualification | Independent Centre of Financial Training |
| Lifewriter Training Course in Financial Planning Sales Skills | Australian Lifewriters Associations |
| Policy Statement 146 Knowledge Assessment | Integratec |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000472548 |
RIMBAL INVESTMENT SERVICES PTY LTD
Further restrictions: Advice in Securities - Limited to Model Portfolios |
2018-08-22 - | RIMBAL INVESTMENT SERVICES PTY LTD |
| 000340289 |
WEALTH TODAY PTY LTD
Licence controlled by: SPRING FG LIMITED |
2018-07-06 - 2018-08-18 | WEALTH TODAY PTY LTD |
| 000307248 |
DOVER FINANCIAL ADVISERS PTY LTD
Licence controlled by: TERRY MCMASTER [Date Ceased: 01/08/2018] |
2015-12-11 - 2018-07-06 | DOVER FINANCIAL ADVISERS PTY LTD |
| 000344085 | BRISTOL STREET FINANCIAL SERVICES PTY LTD | 2015-10-09 - 2016-04-06 | BRISTOL STREET FINANCIAL SERVICES PTY LTD |
| 000244252 |
MILLENNIUM 3 FINANCIAL SERVICES PTY LTD
Licence controlled by: AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED Further restrictions: Permitted - Managed Investment Schemes, excluding IDPS - IDPS Only - Securities Not Permitted - SMSF |
2006-10-06 - 2015-07-24 | MILLENNIUM 3 FINANCIAL SERVICES PTY LTD |
| Licence Name | RIMBAL INVESTMENT SERVICES PTY LTD |
| Licence Number | 000472548 |
| Licence ABN | 73600166774 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| PAUL OVCHINNIKOFF | Rimbal Investment Services Pty Ltd | Current | 2018-07-06 |
| CONSTANTINE SCORTIS | Rimbal Investment Services Pty Ltd | Current | 2018-07-06 |
| MARGARET AYLAN TAN | Rimbal Investment Services Pty Ltd | Current | 2018-07-06 |
| WILLIAM CHONG | Rimbal Investment Services Pty Ltd | Current | 2018-07-06 |
| THEODORE GORDON HARRY ELLIS | Rimbal Investment Services Pty Ltd | Current | 2018-07-06 |
| MICHAEL JOHN FOSTER | Rimbal Investment Services Pty Ltd | Current | 2018-07-06 |
| FRANK KINGSLEY BENJAMIN | Rimbal Investment Services Pty Ltd | Current | 2018-07-06 |
| LAWRENCE REGINALD SAWYER | Rimbal Investment Services Pty Ltd | Current | 2018-07-06 |
| MICK STEFFAN | Rimbal Investment Services Pty Ltd | Current | 2018-07-06 |
| ANTHONY RAYMOND SQUIRE | Rimbal Investment Services Pty Ltd | Current | 2018-07-06 |
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| Data Provider | Australian Securities and Investments Commission (ASIC), Financial Advisers Register |
| Jurisdiction | Australia |
| Related Datasets | Australian Businesses, Australian Companies |
This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.